Aqua-Chem, Inc. Retirement & Savings Plan — Form 5500 plan (Aqua-Chem, Inc.)
Plain-English plan summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Aqua-Chem, Inc. Retirement & Savings Plan is a benefit plan reported by Aqua-Chem, Inc. under EIN 20-4036248 and plan number 001. The latest loaded filing year is 2023. The filing reports 259 participants and $14,152,100 in end-of-year plan assets, where available in the loaded dataset.
Form 5500 plan profile · 2023
Key reported metrics
Net assets (EOY)$14.2MPlan net assets, end of year$14,152,100
Participants259Covered participants reported
Assets / participant$54.6KComputed: assets ÷ participants$54,641 (computed)
Provider compensation$25.4K2 Schedule C provider row(s)$25,370
- Plan sponsor
- Aqua-Chem, Inc.
- EIN
- 20-4036248
- Plan number
- 001
- Plan type
- 2
- Location
- Knoxville, TN
- Latest filing year
- 2023
Form 5500 filing history
| Filing year | Participants | Schedules | Filing |
|---|---|---|---|
| 2023 | 259 | H, C | 20241015065126NAL0015922659001 |
Schedule H · 2023
Reported financial statement
Reported figures as filed, in whole dollars. Only fields the filing reports are shown; others are marked not reported.
Reported balance (end of year)$14.2M total assets
Net assets$14.2MLiabilities$0
Full reported line items
Net assets
- Total assets (EOY)
- $14,152,100
- Total liabilities (EOY)
- $0
- Net assets (EOY)
- $14,152,100
- Net assets (BOY)
- $11,776,482
Income & contributions
- Employer contributions
- $595,711
- Participant contributions
- $1,240,506
- Total contributions
- $2,060,846
- Total income / additions
- $4,242,226
Expenses & distributions
- Benefits paid
- $1,840,384
- Administrative expenses
- $25,370
- Total expenses
- $1,866,608
- Net increase / (decrease)
- $2,375,618
Service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. | Year |
|---|---|---|---|---|
| Newsquare Capital LLC | ADVISOR | $18,663 | not reported in the loaded dataset | 2023 |
| Fidelity Investments Institutional | RECORDKEEPER | $6,707 | $0 | 2023 |